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Adding customer templates in Dynamics NAV

  • 26/07/2016

To add a customer template, use the search field in the top right to search for “Customer Templates” and select one as shown below.

Typically you will need 3 templates - These will usually be one for national customers, one for international customers, and one for EU customers.

To add a new template, click “New” in the top left corner.

This will bring up a new window where you can create a template, as shown below.

The following fields are mandatory and have to be entered:

The rest of the fields are optional:

When you have filled in the mandatory fields and any of the optional ones you need, press “OK” and you have completed the new template.